Credit notes list view
Find all your credit notes (credit memos) under the Invoices list view > Credit Notes tab:
All credit notes imported/synced from your billing tool will be displayed in this list view.
You can filter them based on different information (learn more here: Filters in Upflow).
- Add, remove, reorder columns to your needs and save the view to find this format later.
- Export the (filtered) list.
Credit notes - Customer page
From your customer's detail page, click the Credit Notes tab at the top right to see all their related references. There, you can rearrange the available columns as in the list view. And search for a specific reference if there are more than 10 references.
Click "View all credit notes" to be redirected to the list view, filtered on this customer.
Troubleshooting
A reference is missing or unapplied? Head to your billing tool, check its information and submit a Support request at the top with:
- The context + identified issue
- The reference (number)
- Its external ID (+ Upflow URL if present in Upflow)
- The invoice(s) it should be linked to and the linked amount
- Any additional information you'd believe relevant here. :)